Robert D. Lepson, CFP ®
Vice President, Financial Planning
Bob graduated from Brandeis University with a B.A. in American Studies in 1988. In 2004, he became a Certified Financial Planner (CFP®) practitioner after previously earning his Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations from the American College in 1995 and 2004 respectively.
Mr. Lepson has over twenty years of experience in the financial services industry. Prior to joining Braver Wealth in 2011, Bob was Vice-President and Regional Planning Consultant with Fidelity Investments. He worked closely with high-net worth clients and their financial representatives in Fidelity’s retail branches throughout the Boston area. He has extensive experience in retirement income planning, risk controlled portfolio design and charitable giving strategies. Prior to Fidelity, Bob spent the first 10 years of his career with North American Underwriting Managers, The Bulfinch Group and Chestnut Hill Financial Group working in similar planning and investment management roles. Bob’s financial planning focus, comprehensive market knowledge and relationship management skills are a perfect match for Braver Wealth Management’s top priorities: client success and service.
He resides in Brookline, MA with his wife Johanna and their two teenage children.
In 2010, Bob was honored by Boston Magazine among Boston 2010 FIVE STAR Wealth Managers, a prestigious list that represents the top 4% of Boston area wealth managers.
